Job Description

This is an exciting opportunity to join Xcel Finance Group as an Admin / Broker Assist based in Mulgrave, NSW. In this full-time role, you will be providing critical administrative and operational support to the business and its brokers.

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What you'll be doing

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Provide high-quality administrative and clerical support, including data entry, filing, and document management

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Assist brokers with client enquiries, loan applications, and other broker-related tasks

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Maintain and update client records and databases

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Coordinate and schedule appointments and meetings

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Handle incoming phone calls and correspondence

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Contribute to the overall efficiency and smooth operation of the office

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What we're looking for

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Proven experience in an administrative or broker assistant role, preferably within the finance or banking industry

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Strong organisational and time management skills, with the ability to prioritise tasks

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Excellent communication and interpersonal skills,



with the ability to interact with clients and colleagues effectively

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Proficiency in Microsoft Office suite, including Word, Excel, and Outlook

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Attention to detail and a commitment to accuracy

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A team player with a positive attitude and a willingness to learn

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What we offer

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At Xcel Finance Group, we are committed to providing a supportive and rewarding work environment. You can expect competitive remuneration, opportunities for career development, and a range of benefits that support your wellbeing and work-life balance.

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About us

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Xcel Finance Group is a leading provider of financial services, specialising in mortgage broking, business lending, and wealth management. With a strong focus on customer service and innovation, we are dedicated to helping our clients achieve their financial goals. Join our agile team and be a part of our continued success.

📌 Admin / Broker Assist (New South Wales)
🏢 Xcel Finance Group
📍 New South Wales